MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 ETF Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in MAT

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,756,558 189,715
2025-12-31 $106,149,748 5,350,290
2025-09-30 $7,235,789 429,934
2025-06-30 $6,810,735 345,372
2025-03-31 $11,593,063 596,658
2024-12-31 $11,027,474 621,967
2024-09-30 $10,292,199 540,273
2024-06-30 $8,663,180 532,791
2024-03-31 $84,588 4,270
2023-12-31 $7,115,021 376,855
2023-09-30 $2,177,246 98,831
2023-06-30 $23,635,029 1,209,572
2023-03-31 $32,906,212 1,787,410
2022-12-31 $26,175,645 1,467,245
2022-09-30 $22,773,014 1,202,377
2022-06-30 $26,453,341 1,184,655
2022-03-31 $27,166,180 1,223,151
2021-12-31 $25,720,885 1,192,991
2021-09-30 $25,430,076 1,370,155
2021-06-30 $25,045,122 1,246,026
2021-03-31 $17,734,815 890,302
2020-12-31 $13,492,357 773,201
2020-09-30 $7,083,554 605,432
2020-06-30 $6,590,965 681,589
2020-03-31 $14,595,509 1,656,698